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Template governance ensures templates are managed consistently, with proper version control and quality assurance.

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Governance Overview

Template governance covers:
  • Version control and history
  • Quality assurance processes
  • Lifecycle management

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Version Control

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Version Numbers

Templates use version identifiers:

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Version Notes

Document changes with each version:
1

Make Changes

Modify the template as needed.
2

Update Version

Increment the version number appropriately.
3

Add Notes

Document what changed and why.
4

Save

Save the new version.

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Version History

View complete version history:
  • All previous versions
  • Change notes for each
  • Who made changes
  • When changes were made
Open a template and click “Version History” to see all previous versions and their change notes.

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Template Status

Templates have lifecycle statuses:

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Status Transitions

Active templates can be updated by creating a new version. The previous version remains available for studies already using it.

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Access Management

Templates are scoped to the organization that owns them.

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Quality Assurance

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Review Process

Establish a review process for templates:
  1. Development: Author creates template
  2. Peer Review: Colleague reviews design
  3. Testing: Test with sample data
  4. Approval: Governance approval for activation
  5. Activation: Make the template active

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Quality Checklist

Before activating a template:
  • All fields properly labeled
  • Validation rules configured
  • Conditional logic tested
  • Instructions clear
  • Version notes documented
  • Peer review completed

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Library Management

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Organization Library

Manage your organization’s template library:

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Study-Template Relationship

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Import Behavior

When you import a template into a study:
  • A copy is created in the study
  • Original template is not modified
  • Study version can be customized
  • Updates to original don’t affect study

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Template References

Templates may reference other templates:
  • Pathways reference questionnaires
  • Questionnaires may include library items
  • Maintain reference integrity

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Audit Trail

All template actions are logged:

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Best Practices

Use clear, consistent naming conventions across templates.
Always document changes in version notes.
Have templates reviewed before making them active.
Ensure templates aren’t in use before retiring.
Schedule periodic reviews of your template library.

Templates Overview

Introduction to templates.

Organization Admin

Organization management.